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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,442 | $52,678+531.1% | $75,784+338.7% | $59,633+457.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.83% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $11,002 | $2,193+401.6% | $3,323+231.1% | $2,203+399.5% |
| Participant deferral / active EE | $9,059 | $2,591+249.7% | $3,652+148.1% | $3,192+183.8% |
| Admin fee / account holder | $167 | $3,610-95.4% | $5,300-96.9% | $4,297-96.1% |